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About Us

We are wealth advisors, primarily for a select group of very successful professionals, business owners and retirees, who, among other things aspire to a work-optional life style, and want to sleep well at night.

We have developed and refined a process called the "LifePath" FORMula.  It puts all the pieces of the financial puzzle together for our clients, and keeps them there! Our process focuses specifically on the needs of clients "looking ahead." 

We use this process, because we want to see you succeed in your desire to become and stay financially independent!  This unique process allows us to "be there" when we are needed each step of the way for clients.

We are Fiduciaries to our clients, we are Certified Financial Planning Professionals, we committed to your success as you define it.

Established in 2009, Strategic Wealth Management, LLC is an Independent Registered Investment Adviser Firm located in Bend, Oregon.

Please, visit and bookmark our Website.   Schedule a free initial call to learn more at, 15 or 30 minutes to speak.  If after we visit, there is a reason to visit further, we can meet to confirm whether or not we are a good fit for one another. 

Sign up to receive our E-Book.  If something prompts a question, please send us a quick email or call our office. We will enjoy speaking with you.